Providers
Federated Investors
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $42,393 |
Year ending 12/31/2013 | $41,923 |
Year ending 12/31/2012 | $41,641 |
TOP DCIO FUND | |
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Fund name | Federated Capital Preservation Fund |
Fund assets ($MM) | $5,637 |
Portfolio manager | Marian Marinack, Bill Jamison |
Start date | 1986, 1990 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 85% |
Collectives | 14% |
Separate accounts | 1% |
Stocks | 25% |
Bonds (excluding stable value) | 35% |
Stable value | 14% |
Money market | 25% |
Asset allocation* | 1% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 10 |
Salespeople focused on institutional | 4 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 87 |
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*Target-date, target-risk, balanced. |